Havens Group · 13 hours ago
Director of Retirement Planning & Distribution
KC Metro Area
Full-time
Onsite
Director/Executive
7+ years expHavens Group is a retirement and Medicare education platform seeking a Director of Retirement Planning & Distribution. The role involves converting inbound demand into a scalable advisory model, leading a team, and managing client relationships to drive long-term planning and asset management.
Staffing & Recruiting
Responsibilities
Own the advisory funnel from education workshops and digital inquiries through long-term client relationships
Convert firm-generated leads into holistic planning and AUM clients
Design and deliver integrated retirement income, investment, Social Security, tax, and healthcare planning
Lead, coach, and develop advisors and inside sales/client engagement as the pod scales
Manage pod-level KPIs, economics, and growth strategy in partnership with centralized operations, compliance, finance, and marketing
Qualification
Required
7–12+ years in retirement planning, wealth management, insurance + planning, or advisory roles
3–5+ years in a producing leader or player-coach capacity
Deep experience working with near-retiree and retiree clients
Active or prior relevant licensing (Series 65/RIA, insurance)
Comfortable in lead-rich, metrics-driven environments with an entrepreneurial mindset
Preferred
CFP or similar designation
Company
Havens Group
The Havens Group is a private family and friends company formed in 2012 by Jeff Havens to recruit professional talent.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Jeff Havens
Founder & Managing Partner
Company data provided by crunchbase